(OM) 12. Versions

Question 1

Unique characteristics of actuals versions in Adaptive Planning include:

1. ___ icon represents actuals versions.
2. Formulas can display and reference actuals data in any ___ version.
3. Actuals versions can have ___. This sets the actuals rollup version to read-only and you cannot import or enter data into the rollup version.

Answer 1

Green, plan, subversions

Question 2

Unique characteristics of plan versions in Adaptive Planning include:

1. ___ icon represents plan versions.
2. Plan version data is ___ of every other plan version. This means that plan versions cannot reference data from other plan versions within formulas.
3. Default plan version is in bold and ___ be deleted.

Answer 2

Blue, independent, cannot

Question 3

Virtual versions are linked to an existing base version, which may contain ___ or ___ data. With virtual versions, you can hold the data of one version and apply ___ translation using the exchange rates of another version.

Answer 3

Actuals, plan, currency

Question 4

Unique characteristics of virtual versions in Adaptive Planning include:

1. ___ icon overlaid on a ___ icon represents virtual versions.
2. Virtual versions are ___-___, are live, and cannot be locked. Virtual versions automatically reflect any changes made to the base version.

Answer 4

Blue, green, read-only.

Question 5

When creating a virtual version, you must select a…

1. Base version to pull data from.
2. Currency translation.
3. Exchange Rates version to pull exchange rates from and apply to the Base version.
4. Plan version to pull data from.

Answer 5

1. Base version to pull data from.
2. Exchange Rates version to pull exchange rates from and apply to the Base version.

Question 6

If subversions exist, the access control options become limited to…

1. Locked.
2. Visible.
3. Hidden from Version Selector.
4. Full access.

Answer 6

2. Visible.
3. Hidden from Version Selector.

Question 7

After loading Actuals data, the first step in the planning process is to create a Plan version. True or false?

Answer 7

True

Question 8

When copying a version to a new version, enabling “Reset workflow status to in progress” sets all sheets and other workflow items to “in progress” for the new version. Failure to do so may result in the new version being read-only. True or false?

Answer 8

True (If workflow status is “complete” in the copied version, then the new version will be read-only.)

Question 9

When copying a version the setting “Copy all data” copies all numbers and ___ in ___ accounts, ___ accounts, ___, and ___ rates from the source version to the newly created version.

Answer 9

Formulas, standard, cube, assumptions, exchange.

Question 10

You can lock both Actual and Plan versions. True or false?

Answer 10

False (Actuals version cannot be locked).

Question 11

The “Left scroll limit” is the last month of ___ that displays for the plan version.

Answer 11

Actuals

Question 12

Certain model changes will impact a locked version. These include…

1. Reparenting or deleting Accounts, Levels, Dimensions or Attributes.
2. Updating the calendar.
3. Changing Account settings.
4. Enabling or changing the actuals overlay.
5. Left scroll limit.
6. Data imports.
7. Editing, adding or removing global formulas, such as Metric accounts, Default formulas, Calculated modeled accounts or Calculated cube accounts.
8. Adjusting system accounts.

Answer 12

1. Reparenting or deleting Accounts, Levels, Dimensions or Attributes.
2. Updating the calendar.
3. Changing Account settings.
4. Enabling or changing the actuals overlay.
5. Editing, adding or removing global formulas, such as Metric accounts, Default formulas, Calculated modeled accounts or Calculated cube accounts.
6. Adjusting system accounts.

Question 13

Personal what-if scenarios let you test different data changes in separate scenarios without affecting the data in your plan version. You can also merge those changes with your plan versions quickly and easily. True or false?

Answer 13

True